Crypto Morning News: Altcoins have posted their worst post-election adjustment on record, while MicroStrategy increased its Bitcoin holdings by 2,530 BTC worth $243 million
TechFlow Selected TechFlow Selected
Crypto Morning News: Altcoins have posted their worst post-election adjustment on record, while MicroStrategy increased its Bitcoin holdings by 2,530 BTC worth $243 million
This week's陆续 release of PPI, CPI, and unemployment data will become a critical period for testing cryptocurrencies' function as an inflation hedge.
Navigating Web3 tides with focused insightsAuthor: TechFlow
Yesterday's Market Dynamics
Trump may issue an executive order on his first day in office, covering bank crypto operations and repealing the controversial crypto accounting policy
According to The Washington Post, sources indicate that Trump is expected to issue an executive order on the first day of his presidency, addressing bank involvement in cryptocurrency and repealing the controversial crypto accounting rule. This rule requires banks holding digital assets to record them as liabilities on their balance sheets. One source told The Washington Post, “The Trump team has made it clear this is a priority.” These upcoming executive actions target crypto regulation, aiming to protect cryptocurrency investors from what Trump describes as the “Washington swamp bureaucracy.”
Analyst: Significant January BTC declines after halving are a historical norm
Analyst Axel Bitblaze noted that although Bitcoin dropped 10% in January, following previous halving cycles, Bitcoin typically declined 25% to 30% in January, only to later rise 130% and 2400% respectively within the same year.
Bitblaze pointed out that if Bitcoin follows the prior cycle’s upward pattern, prices could exceed $200,000; if it follows the past cycle’s downward trend, prices might fall below $70,000.
QCP Capital: This week’s PPI, CPI, and unemployment data releases will be crucial for testing crypto’s inflation hedge role
QCP Capital’s latest analysis notes U.S. nonfarm payroll data reached 256,000, far exceeding the expected 164,000, signaling signs of economic overheating. Market expectations for rate cuts have cooled, while concerns about inflation have resurfaced due to potential reactivation of Trump-era tariff policies.
Despite macroeconomic pressure and lingering Silk Road FUD, Bitcoin and Ethereum support levels remain stable at $91,000 and $3,100 respectively. Options market volatility is moderately declining, showing only slight bearish bias ahead of Trump’s inauguration. With PPI, CPI, and unemployment data scheduled for release this week amid continued economic heating, this period will be critical in assessing cryptocurrency’s role as an inflation hedge.
MicroStrategy adds 2,530 bitcoins for $243 million
Michael Saylor, founder of MicroStrategy, announced the company acquired 2,530 additional bitcoins at an average price of $95,972 per bitcoin, totaling approximately $243 million. As of January 12, 2025, the company holds a cumulative total of 450,000 bitcoins, with a total investment of $28.2 billion and an average cost basis of $62,691 per bitcoin. The company’s Bitcoin return since the beginning of 2025 stands at 0.32%.
VanEck Research Head: Altcoin post-election correction marks worst performance in history
Matthew Sigel, VanEck’s Head of Digital Asset Research, posted: “Is turning bearish now too late? The altcoin correction following the election has recorded the worst performance ever seen.”
GoPlus: GPS token TGE on January 16; airdrop details to be released on January 15
Web3 cybersecurity firm GoPlus announced its GPS token will launch via TGE on January 16. Detailed information regarding airdrop rules and eligibility criteria will be published on January 15. All GPS-related updates will be provided by the GoPlus Foundation.
Wintermute Co-Founder: Market makers typically sell in CeFi and buy back in DeFi when prices rise
Yoann Turpin, co-founder of market maker Wintermute, shared insights on price discovery and market neutrality. He explained that price discovery refers to the continuous process by which markets determine an asset’s true value. In crypto, this primarily occurs in CeFi and OTC markets, whereas it is rare in DeFi—only occurring during initial token supply launches, such as on platforms like Pump.fun. Due to small token sizes, Wintermute does not participate in these.
Market neutrality means participants do not profit from price movements, a strategy helping market makers maintain balanced inventory. When prices rise, market makers typically sell in CeFi and buy back in DeFi; conversely, they buy in CeFi and sell in DeFi, ensuring consistent pricing across markets.
Turpin added that while supporting the DeFi ecosystem, achieving greater price discovery requires significant improvements in user experience and prioritizing new user onboarding into DeFi.
Bithumb announces Zircuit (ZRC) KRW trading pair listing
According to Bithumb’s announcement, ZRC (Zircuit) will be listed on the KRW market on January 13. Deposits will be supported via the Zircuit network only (other networks not supported). Deposit and withdrawal functions will open within two hours of the announcement, with trading commencing at 4:00 PM Korea time.
Hey Anon launches AUTOMATE framework with 2% token allocation and $1 million USDC developer incentives
Hey Anon announced the release of AUTOMATE, a TypeScript framework designed for DeFi protocol integration, aiming to serve as a blockchain abstraction layer bridging DeFi and AI. The framework currently supports Arbitrum, Base, Avalanche, and Kava, with plans to add Solana support.
Key features:
• Robust toolchain: Prevents "hallucination" errors in on-chain transactions through deterministic, pattern-based logic.
• Broad compatibility: Supports multiple L1 and L2 blockchains, with expansion to more protocols planned.
• Developer incentives: A DAO proposal allocates 2% of unissued $ANON tokens and $1 million USDC in rewards. Developers can apply by submitting PRs for new protocol integrations, with individual rewards up to $420,000.
The GitHub repository will be made public after voting concludes, allowing developers to immediately contribute and advance the DeFi ecosystem.
Market Update
Suggested Reading
This article analyzes how Base’s key metrics have surpassed Solana, suggesting Base could potentially overtake Solana in data terms within 1–2 years, emerging as its most significant competitor. It also explores the public dispute between Base and Solana teams, along with Base’s growing threat to Solana in the meme coin sector.
Blockchain Triumvirate Battle: Who Will Lead the Future — MegaETH, Hyperliquid, or Monad?
This piece dives deep into the unique strengths and competitive landscape of three major blockchain platforms: MegaETH, Hyperliquid, and Monad. By comparing their performance across key indicators such as latency, throughput, EVM compatibility, and use cases, the article examines each platform’s advantages under different application demands. Whether for high-frequency trading, financial markets, or decentralized applications, these three solutions showcase distinct innovations. Overall, each is gaining prominence in specific domains, yet involves different trade-offs. The analysis concludes that no single solution can dominate all use cases, emphasizing the importance of developers and users making informed choices based on their needs.
Improving Skills During Downturns? Here Are 5 Treasure-Trove Tools for Analyzing AI Agents
This article introduces five data analysis tools for evaluating AI Agent-related tokens.
Tracing the Hidden Threads of This Bull Run from a Macro Perspective
This article reviews and analyzes the trajectory of the cryptocurrency market from 2023 to 2025 from a macro perspective. The author argues that the period from late 2023 to March 2024 marked the start of a new bull market, followed by a shakeout phase from March to August 2024, with a new bullish trend resuming from September to December 2024. Regarding 2025’s outlook, the author analyzes several key factors—including Federal Reserve policy, economic data, and the Trump effect—and offers multiple possible forecasts.
This article presents techniques for managing greed and fear in trading through eight mental frameworks. It’s not about how many rallies you caught or who made the most money.
Join TechFlow official community to stay tuned
Telegram:https://t.me/TechFlowDaily
X (Twitter):https://x.com/TechFlowPost
X (Twitter) EN:https://x.com/BlockFlow_News
深潮TechFlow
